Position in PNC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$223,695
New position
Shares Held
1,075
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Advisor OS, LLC holds $2,403,524 across 9 Banks - Regional names. PNC ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
12,371 | $643,414 | |
| 2 | BHB |
Bar Harbor Bankshares
|
9,496 | $308,145 | |
| 3 | BOH |
Bank Of Hawaii Corp
|
3,914 | $290,614 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
4,013 | $240,658 | |
| 5 | FITB |
Fifth Third Bancorp
|
4,874 | $226,444 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,075 | $223,695 | |
| 7 | RF |
Regions Financial Corp
|
7,846 | $204,936 | |
| 8 | TFC |
Truist Financial Corp
|
4,359 | $200,381 |
All Filings in PNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,695 | 1,075 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||